Rated 4.9/5
Rated 4.9/5
Secure 4–7 Sales Meetings monthly with Corp Dev VPs, Strategy Heads, and CFOs for Due Diligence and Intelligence Engagements.
We bring you 20-50 Pre-Vetted Accredited Investor Calls in 60 Days or We Refund You
Secure 4–7 Sales Meetings monthly with Corp Dev VPs, Strategy Heads, and CFOs for Due Diligence and Intelligence Engagements.
Our Mandate-to-Meeting Outreach Engine™ secure only budget-holders and mandate influencers. Every irrelevant meeting is replaced within 24 hours, and you only pay for qualified executive discussions. Performance-Only Billing. No lock-ins. No reputational risk
We install the same capital acquisition infrastructure top companies use with a high-ticket VSL funnel and Meta ad strategies to bring you 20–50 pre-vetted accredited investor calls in 60 days or we refund you automatically. All done for you without adding to your bandwidth.
Rated 4.9/5
Rated 4.9/5
"We were not sure at first because we had tried many other vendors. But Leadfins helped tremendously to bring us consistently qualified meetings."
Key problems you might be experiencing
Key problems you might be experiencing
Key problems you might be experiencing
Unreliable pipeline kills CI and DD firms growth.
Unreliable pipeline kills Capital Raise Velocity.
1. Pipeline Volatility
Referrals and networks deliver sporadically. When deal flow slows, so does business development. Mandate-aligned cold outbound ensures you’re in front of decision-makers even when introductions dry up.
1. Referrals that don’t scale
Referrals are great, but they come when they come. You can’t forecast a raise or hit a capital target on introductions that show up at random.
1. Pipeline Volatility
Referrals and networks deliver sporadically. When deal flow slows, so does business development. Mandate-aligned cold outbound ensures you’re in front of decision-makers even when introductions dry up.
2. Reputational Risk
In small, reputation-driven markets, one poorly written email can make your firm look junior or desperate. Credibility is everything, so the fear of damage keeps many firms from scaling outreach.
Conferences giving you minutes of attention
Conferences and investor dinners are good for building relationships but at best, you get a few minutes of someone’s time. That’s not enough to get an investor comfortable with a six- or seven-figure commitment.
2. Reputational Risk
In small, reputation-driven markets, one poorly written email can make your firm look junior or desperate. Credibility is everything, so the fear of damage keeps many firms from scaling outreach.
3. Wasted Partner Hours
Partners lose hours on calls with analysts or coordinators who can’t approve spend. Every irrelevant meeting drains time from delivery and erodes margins.
3. Manual outreach that doesn’t compound
Cold emails, LinkedIn messages, and calls can work short term. But once you stop pushing, everything stalls. There’s no real engine behind it.
3. Wasted Partner Hours
Partners lose hours on calls with analysts or coordinators who can’t approve spend. Every irrelevant meeting drains time from delivery and erodes margins.
4. Misaligned Outreach
Agencies chase volume, not relevance. They fill pipelines with noise because their messaging ignores deal cycles, diligence timelines, or BI budgets - executives tune out instantly.
4. Generic ad funnels that produce noise, not serious LPs
Most ad funnels in this space are just a form and a calendar. That gives you a lot of unqualified leads, wasted calls, and very little actual capital commitment.
4. Misaligned Outreach
Agencies chase volume, not relevance. They fill pipelines with noise because their messaging ignores deal cycles, diligence timelines, or BI budgets - executives tune out instantly.
5. C-Suite Don’t Engage
Senior buyers drown in generic pitches. Without context on mandates, deal timing, or budgets, CFOs, Corp Dev, and Strategy leaders ignore outreach completely.
5. C-Suite Don’t Engage
Senior buyers drown in generic pitches. Without context on mandates, deal timing, or budgets, CFOs, Corp Dev, and Strategy leaders ignore outreach completely.
6. Limited Market Visibility
Boutique DD, CI, and BI firms stay invisible beyond referrals. Larger firms dominate shortlists, shutting boutiques out of early conversations with PE deal teams, SaaS CFOs, or BI budget owners.
6. Limited Market Visibility
Boutique DD, CI, and BI firms stay invisible beyond referrals. Larger firms dominate shortlists, shutting boutiques out of early conversations with PE deal teams, SaaS CFOs, or BI budget owners.
What we do for you
What we do for you
What we do for you
What You Get With Our Performance-Only Offer
Our Solution:
The Investor Acquisition Infrastructure
Th
.A closed-loop investor acquisition system that:
Builds trust through a structured 12–18 min VSL
Reach accredited, capital-ready LPs
Qualifies and segments automatically so only serious investors land on your calendar
Runs 24/7, compounds, and doesn’t depend on luck or introductions
This model has quietly powered high-ticket industries for years and is now giving funds a predictable way to scale commitments.
1. VSL Investor Funnel Infrastructure
One-time build. Convert cold accredited investors into qualified LP calls with a funnel built to educate, qualify, and book.
2. Paid Ads Acquisition
Founder-led creative, retargeting logic, and advanced event mapping - not just clicks, real LP conversations.
3. Qualification & Investor Backend System
Full CRM buildout, reactivation flows, and ISA-ready automations so nothing slips through the cracks.
1. VSL Investor Funnel Infrastructure
One-time build. Convert cold accredited investors into qualified LP calls with a funnel built to educate, qualify, and book.
2. Paid Ads Acquisition
Founder-led creative, retargeting logic, and advanced event mapping - not just clicks, real LP conversations.
3. Qualification & Investor Backend System
Full CRM buildout, reactivation flows, and ISA-ready automations so nothing slips through the cracks.
1. VSL Investor Funnel Infrastructure
One-time build. Convert cold accredited investors into qualified LP calls with a funnel built to educate, qualify, and book.
2. Paid Ads Acquisition
Founder-led creative, retargeting logic, and advanced event mapping - not just clicks, real LP conversations.
3. Qualification & Investor Backend System
Full CRM buildout, reactivation flows, and ISA-ready automations so nothing slips through the cracks.
1. VSL Investor Funnel Infrastructure
One-time build. Convert cold accredited investors into qualified LP calls with a funnel built to educate, qualify, and book.
2. Paid Ads Acquisition
Founder-led creative, retargeting logic, and advanced event mapping - not just clicks, real LP conversations.
3. Qualification & Investor Backend System
Full CRM buildout, reactivation flows, and ISA-ready automations so nothing slips through the cracks.
Why choose us
Why choose us
Performance-Only Outbound Model
Other Firms
Volume Over Quality
Agencies optimize for activity - filling calendars with analysts and juniors who can’t approve spend.
Volume Over Quality
Agencies optimize for activity - filling calendars with analysts and juniors who can’t approve spend.
Opaque Pricing
Retainers and hidden fees mean you pay even when results aren’t delivered.
Opaque Pricing
Retainers and hidden fees mean you pay even when results aren’t delivered.
Shallow Market Knowledge
Vendors don’t speak the language of Corp Dev, Strategy, or Finance - making your firm look out of touch.
Shallow Market Knowledge
Vendors don’t speak the language of Corp Dev, Strategy, or Finance - making your firm look out of touch.
Generic Messaging
One-size-fits-all scripts that ignore mandates, diligence cycles, or BI budgets. Executives tune out immediately.
Generic Messaging
One-size-fits-all scripts that ignore mandates, diligence cycles, or BI budgets. Executives tune out immediately.
Credibility Damage
High-volume blasts from shared domains make your boutique look like a vendor, not a peer to Corp Dev or Strategy leaders.
Credibility Damage
High-volume blasts from shared domains make your boutique look like a vendor, not a peer to Corp Dev or Strategy leaders.
With Leadfins
Performance-Only Model
You pay only for meetings with roles that matter - Corp Dev VPs, Strategy leaders, Finance executives, BI budget owners, etc. Any irrelevant contact is replaced within 24h.
Performance-Only Model
You pay only for meetings with roles that matter - Corp Dev VPs, Strategy leaders, Finance executives, BI budget owners, etc. Any irrelevant contact is replaced within 24h.
Transparent Pricing
No upfront retainers or 6-month commitments while your deal flow stays frozen. Unlike traditional BD agencies that demand $15K+ retainers before delivering a single Corp Dev meeting, we operate on performance terms.
Transparent Pricing
No upfront retainers or 6-month commitments while your deal flow stays frozen. Unlike traditional BD agencies that demand $15K+ retainers before delivering a single Corp Dev meeting, we operate on performance terms.
Sector-Native Messaging
Outreach written in the precise language of mandates, diligence cycles, and BI budgets - positioned as peer-level conversations, not vendor pitches.
Sector-Native Messaging
Outreach written in the precise language of mandates, diligence cycles, and BI budgets - positioned as peer-level conversations, not vendor pitches.
Brand & Reputation Protection
Dedicated domains, authenticated infrastructure, and low send volumes safeguard credibility in tight markets.
Brand & Reputation Protection
Dedicated domains, authenticated infrastructure, and low send volumes safeguard credibility in tight markets.
Full Transparency
Weekly reporting on booked meetings, show rates, and role breakdowns. No vanity metrics, just pipeline-quality visibility.
Full Transparency
Weekly reporting on booked meetings, show rates, and role breakdowns. No vanity metrics, just pipeline-quality visibility.
How it works
How our solution works
How it works
Our Mandate-to-Meeting Outreach Engine™ Process
Our LP-to-Meeting Engine™ Process
We engineer a full outbound engine built on deep positioning, flawless infrastructure, and sector-native messaging so you only step in when the right executives are on your calendar.
01
Infrastructure Setup (One-Time)
We build the backbone that makes outbound safe & scalable: • Purchase & configure fresh domains and inboxes. • Set up SPF, DKIM, DMARC for authentication. • Enable warmup systems to build trust with Gmail/Outlook. • Create custom tracking domains to protect deliverability. • Implement inbox rotation so no single address gets burned.
Step 1 – Audit & Offer Design
We begin by doing a deep dive into your current raise strategy, your typical LP profile, and your past investor flow. We extract the precise language your ideal LPs use, identify the bottlenecks in your current pipeline, and refine your offer so that it matches the sophistication of your market. This ensures that when you come to market, your message resonates immediately with accredited investors who allocate.
Infrastructure Setup (One-Time)
We build the backbone that makes outbound safe & scalable: • Purchase & configure fresh domains and inboxes. • Set up SPF, DKIM, DMARC for authentication. • Enable warmup systems to build trust with Gmail/Outlook. • Create custom tracking domains to protect deliverability. • Implement inbox rotation so no single address gets burned.
Offer Positioning & Buyer Persona Deep Dive
We align your positioning with how your buyers buy: • Map ICPs: Corp Dev, Strategy, Finance, BI leaders at targets. • Identify decision drivers, objections, and buying processes. • Match messaging to their evaluation criteria.
Step 2 – Build the System End-to-End Once
Once we’ve aligned the messaging, we construct everything for you: 1. The landing page and investor application with accreditation, timeline and size filters 2. The 12-18 minute VSL specifically crafted for your LP audience 3. The full funnel infrastructure: tracking pixels, event mapping, A/B testing logic 4. The Meta ads engine: founder-led creatives, targeted placements, cold + retargeting architecture 5. The backend qualification and automation stack: CRM pipeline, email/SMS follow-ups, segmentation, re-activation flows You don’t have to assemble the pieces. We deploy a complete plug-and-play investor-acquisition engine.
Offer Positioning & Buyer Persona Deep Dive
We align your positioning with how your buyers buy: • Map ICPs: Corp Dev, Strategy, Finance, BI leaders at targets. • Identify decision drivers, objections, and buying processes. • Match messaging to their evaluation criteria.
02
03
Verified Executive Targeting
We build and enrich lists from scratch: • Double-verified contacts with seniority + mandate authority. • Enriched with timing signals (funding rounds, hiring...). • Analysts and irrelevant roles filtered out upfront.
Step 3 – Launch, Optimize & Scale
We continuously test and refine: 1. Creative angles changed regularly to keep performance fresh 2. The funnel metrics (view-to-application, application-to-book, book-to-call) monitored hourly 3. Retargeting, nurture, and segmentation flows adjusted based on real data from your LP pipeline 4. Ad spend ramped responsibly as conversion unit economics improve Within 60 days you’ll have 20+ pre-vetted calls booked, and you’ll start seeing real allocation discussions rather than unqualified leads.
Verified Executive Targeting
We build and enrich lists from scratch: • Double-verified contacts with seniority + mandate authority. • Enriched with timing signals (funding rounds, hiring...). • Analysts and irrelevant roles filtered out upfront.
What you receive exactly
What you receive exactly
Your deliverables
Investor Funnel Infrastructure
Trust-based landing page (506(c) compliant)
12–18 min VSL scripting, recording, editing
Investor application (accreditation, capital, timeline)
Dynamic thank-you + FAQ handling + Breakout pages
Split & A/B testing on hooks, CTAs, layouts
Warm nurture email flows pre-call
Pixel + event tracking, full analytics
Meta Ads & Traffic Engine
Proven hooks & angles for accredited investors
Founder-led UGC & credibility ads
Cold + retargeting campaigns
Advantage+ & CBO scaling structure
Creative rotation + performance testing
Retargeting no-shows, opt-ins, watchers
Budget pacing aligned with raise cycles
Offline conversion tracking (calls + capital)
Qualification & Backend System
Pre-call nurture (case studies, track record)
Automated reminders (email + SMS)
CRM pipeline (Lead → Qualified → Soft Commit → Funded)
Smart follow-up sequences (1/3/7 touch)
Status tagging + reactivation flows
Optional ISA / IR team integration
Investor portal integrations (Juniper, InvestNext, etc.)
Full funnel–CRM–ads data sync
Sector-Native Messaging Flows
We craft multi-touch campaigns that feel peer-to-peer: • 5–7 touch sequences built around mandates and transaction timing • Messaging mirrors executive language - Corp Dev windows, CFO cycles, Strategy timelines • Typical lift: 20% higher response rates vs. generic outreach
Sector-Native Messaging Flows
We craft multi-touch campaigns that feel peer-to-peer: • 5–7 touch sequences built around mandates and transaction timing • Messaging mirrors executive language - Corp Dev windows, CFO cycles, Strategy timelines • Typical lift: 20% higher response rates vs. generic outreach
04
05
Qualification & Meeting Booking
• Every reply is managed. Only VP+, directors, or budget owners booked to your calendar. • Irrelevant contacts replaced within 24h - zero wasted time. • Meetings pre-vetted so partners don’t waste hours on juniors.
Qualification & Meeting Booking
• Every reply is managed. Only VP+, directors, or budget owners booked to your calendar. • Irrelevant contacts replaced within 24h - zero wasted time. • Meetings pre-vetted so partners don’t waste hours on juniors.
Transparent Reporting & Iteration
You see exactly what matters: • Number of qualified meetings delivered. • Show rates (60%-80%). • Role breakdown (VP, Director, C-Suite). • Mandate alignment (deal type, function, practice area). Campaigns are tuned weekly for sharper targeting and higher lift.
Transparent Reporting & Iteration
You see exactly what matters: • Number of qualified meetings delivered. • Show rates (60%-80%). • Role breakdown (VP, Director, C-Suite). • Mandate alignment (deal type, function, practice area). Campaigns are tuned weekly for sharper targeting and higher lift.
06
FAQ
FAQ
FAQ
Answers to your most common questions
We already rely on referrals, why would we need this?
I already have a funnel and run ads, how is this different?
Will Meta actually reach accredited investors?
Will sophisticated investors actually watch a 12–18 minute VSL?
How do you make sure leads are actually qualified?
What kind of ROI are we talking about here?
What happens if it doesn’t work?
How fast can we get this live?
How much of this do we actually have to do ourselves?
What if we don’t want to hand off control?
Can this work for different asset classes?
We already rely on referrals, why would we need this?
I already have a funnel and run ads, how is this different?
Will Meta actually reach accredited investors?
Will sophisticated investors actually watch a 12–18 minute VSL?
How do you make sure leads are actually qualified?
What kind of ROI are we talking about here?
What happens if it doesn’t work?
How fast can we get this live?
How much of this do we actually have to do ourselves?
What if we don’t want to hand off control?
Can this work for different asset classes?
We already rely on referrals, why would we need this?
I already have a funnel and run ads, how is this different?
Will Meta actually reach accredited investors?
Will sophisticated investors actually watch a 12–18 minute VSL?
How do you make sure leads are actually qualified?
What kind of ROI are we talking about here?
What happens if it doesn’t work?
How fast can we get this live?
How much of this do we actually have to do ourselves?
What if we don’t want to hand off control?
Can this work for different asset classes?
Contact us
Contact us